Functional Skills

Regulatory Compliance
Operations Management
Performance Management
Private Equity Investing
Venture Capital Investing
Sales and Operations Planning (S&OP)
Operational Risk Management
Change Management / Org Design

Sector Experience

Business Services
Consumer Goods
Financial Services
Technology

Languages

English
Case Study
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Case Studies

financeAccounting
M&A Transactions
Technology Corporate Finance Divestitures Financial Due Diligence
salesMarketing
Establish and Manage Formal Sales, Procurement and Legal Contract Function
Technology Sales Strategy Sales Operations Procurement
operations
Establish and Manage Enterprise Risk Function
Technology Risk Governance Operational Risk Management Compliance and risk
operations
Optimize Operational Margins for Mid-Tier SaaS Enterprise
Technology Operations Management Operational Transformation Operational Efficiency
financeAccounting
Investment Analysis and Due Diligence
Financial Services Financial Due Diligence Commercial Due Diligence Operational Due Diligence

Notable Clients

Nosterra Ventures
Sun Capital Partners

Experience

[Stealth] Venture Capital Fund Corporate Strategy & Development
Co-Founder & General Partner
1/2024 - Present
Developed unique investment thesis, deal flow and investor network for seed and series A venture capital fund. Closed first two investments while raising funds for first closing.

Bryce Catalyst Corporate Strategy & Development
Limited Partner, Strategic Growth Advisor
1/2022 - Present
Provide strategic advice to venture capital fund investing in legal tech, info security, big data and AI enhanced workflow applications. Support portfolio company turn-arounds, including executive leadership, product strategy and target market, value proposition changes.

LoanLogics, Inc. Corporate Strategy & Development
Co-Founder, EVP, Operations and Business Administration Lead
1/2013 - 1/2022
• Founded LoanLogics, Inc., an industry-leading SaaS platform provider that automates residential mortgage processes, reducing costs and increasing quality, accuracy, and transaction velocity.
• Responsible for operations and business administration, including services line of business, legal, governance & compliance, enterprise risk, and HR.
• Retained as only original member of otherwise entirely new Executive Team that achieved dramatic turnaround, doubling top-line revenue and EBITDA over two years.
• Restructured services line of business by improving processes and leveraging proprietary technologies, resulting in 40% margin improvement.
• Drove transition from transaction to subscription-based revenue model.
• Led institutional funding transactions, acquisitions, and divestitures.
• Successfully sold business to a private equity firm generating attractive returns for VC and other institutional investors.
• Achieved 9 figure post-acquisition revenue run rate at 30% EBITDA.

Aklero Risk Analytics, Inc. Corporate Strategy & Development
Co-Founder, Operations Lead
1/2007 - 1/2013
for the U.S. mortgage market.
• Drove transition from services to transaction-based revenue model.
• Led multiple funding transactions and stock and asset acquisitions.
• Oversaw Administrative, Corporate Governance, Legal, and Operational Risk departments.
• Executed go to market strategy, and responsible for sales process/methodologies that resulted in consistently doubling annual revenues.

LexisNexis, Inc. Sales
EVP Sales, LexisNexis File and Serve
1/2005 - 1/2007
• Responsible for sales for LexisNexis subsidiary after acquisition of Verilaw Technologies, Inc.
• Led integration with national sales team targeting AmLaw 200 firms and consistently exceeded annual sales targets.

Verilaw Technologies, Inc. Corporate Strategy & Development
Co-Founder, Sales Lead
1/1999 - 1/2005
• Built early Web 1.0 company that automated civil litigation processes in U.S. state and federal courts, dramatically reducing costs, increasing transparency, and leveraging capacities of law firms and court administrators.
• Managed sales team that consistently doubled annual sales and revenues.
• Successfully sold business to LexisNexis generating attractive returns for institutional investors.

Alternative Legal, Inc. Corporate Strategy & Development
Founder, President & Chief Executive Officer
1/1996 - 1/1999
• Created pre-Internet decentralized legal services firm leveraging nationwide network of freelance attorneys to provide legal research work product to Fortune 1,000 clients through a network business model that reduced costs by re-purposing core elements of attorney work product across multiple clients.
● ADDITIONAL EXPERIENCE